Elevated Capital Advisors’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7M | Hold |
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|
2025
Q1 | $7M | Sell |
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|
2024
Q4 | $7.61M | Buy |
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|
2024
Q3 | $7.75M | Sell |
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|
2024
Q2 | $7.5M | Sell |
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|
2024
Q1 | $7.47M | Buy |
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|
2023
Q4 | $6.94M | Sell |
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|
2023
Q3 | $6.59M | Buy |
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|
2023
Q2 | $6.51M | Sell |
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|
2023
Q1 | $8M | Buy |
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|
2022
Q4 | $8.23M | Buy |
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|
2022
Q3 | $7.78M | Buy |
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|
2022
Q1 | $7.18M | Buy |
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|
2021
Q3 | $7.23M | Buy |
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|
2021
Q1 | $2.42M | Sell |
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|
2020
Q4 | $2.42M | Sell |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $2.49M | Buy |
|